Podcasts about referrals

New Video Training.Referrals already work for your agency, but you've never optimized them.  Learn how in our latest video training: https://hey.salesschema.com/opt-in-mw-referral-engine --This year-end review distills the most important lessons from a year of conversations with agency owners, researchers, and growth experts who've been in the trenches.What You'll Leave With:Why trust has replaced awareness and differentiation as the scarce resource in agency growthThe counterintuitive sales-to-delivery handoff that makes closing easier (even though it seems expensive)How to move referrals from passive hope to systematic pipeline generationThe difference between economic headwinds as obstacles versus excusesWhy specialization is no longer a debate but table stakes for competitive agenciesThe rise of agency perspective An under-discussed macro trend that could reshape entire marketing niches over the next few yearsEpisodes Referenced:  -Nick Petroski: https://salesschema.com/the-data-you-need-before-you-build-your-2026-biz-dev-plan-with-nick-petroski/-Brooke MacLean: https://salesschema.com/how-brooke-maclean-built-an-80-person-agency-with-zero-debt/-Brock Murray: https://salesschema.com/scaling-past-50-employees-how-seo-plus-built-a-global-agency/-Spencer Gallagher: -Stewart Gandolf:  https://salesschema.com/lessons-from-building-an-eight-figure-niche-agency-stewart-gandolf/-Erik J. Olson:  https://salesschema.com/erik-j-olson-on-why-most-agencies-plateau-and-how-to-build-one-that-grows-predictably/-Stephen Woessner: https://salesschema.com/stephen-woessner-on-the-smile-graph-ais-impact-on-agencies/-Karl Sakas: https://salesschema.com/karl-sakas-on-scaling-smart-and-reclaiming-your-time/-Todd Gagne: https://salesschema.com/karl-sakas-on-scaling-smart-and-reclaiming-your-time/

How to Turn Patients into Raving Fans (and Referral Machines) In this episode of the PT Entrepreneur Podcast, Doc Danny breaks down why most clinics are stuck in "purgatory" with word of mouth and what separates average clinics from the ones patients can't stop talking about. Using a great chicken joint and a mediocre Italian restaurant as examples, he shows you how clients really think about your business and what has to change if you want more organic referrals in 2026. In This Episode, You'll Learn: Why saving clinician time with an AI scribe like Claire can quietly add $30,000 in revenue per staff PT per year The two levers that drive referrals in any service business: outcomes and experience How a chain "hot chicken" spot crushed a local restaurant on basic execution Why "pretty good" is the most dangerous place for your clinic to live What a 9–10 Net Promoter Score really looks like inside a cash practice How your space, punctuality, and communication shape patient trust Why referrals jumped when Danny moved from a subleased gym corner to a standalone space A simple way to mystery shop your own clinic and see what patients see Claire: Freeing Up Time and Unlocking Revenue Danny opens by talking about Claire, the AI scribe built for cash-based clinics. On average, Claire is saving staff clinicians six hours a week on documentation. Even if you only recapture half of that time for patient care, that is three extra one-hour visits per clinician per week. 3 extra visits per week at $200 per visit = $600 per week Roughly $30,000 in additional annual revenue per staff clinician And it all comes from taking notes off their plate and putting that time back into patient care. Try Claire free for 7 days: https://meetclaire.ai Two Restaurants, Two Very Different Referral Stories Danny shares a simple contrast to frame how referrals really work. On the same day, he took his son to Dave's Hot Chicken and later that night took his family to a new Italian restaurant near their house. Dave's Hot Chicken: Friendly staff, simple "honey hack" suggestion, clean space, food that exceeded expectations. He would happily tell people to go there. Local Italian restaurant: No clear host, missing reservation, clunky service, average food at a higher price point. He will not badmouth them, but he is not going to recommend them either. That is exactly how patients think about your clinic. They are either excited to send people, quietly neutral, or actively warning people away. Net Promoter Score and Your Clinic Danny ties this into Net Promoter Score (NPS), a simple question that predicts referrals. "On a scale of 0 to 10, how likely are you to refer a friend or family member to this clinic?" 9–10 = promoters who actively tell people about you 0–6 = detractors who may talk negatively 7–8 = passives who are neutral and mostly silent Most clinics live in the 6–8 range. Not good enough to be talked about. Not bad enough to be trashed. That is business purgatory. The Two Levers: Outcomes and Experience For a cash-based clinic, your referrals come from two places. Outcomes: Are you actually better than the average in-network option? Do people get results faster and more completely? Experience: What is it like to work with you? Space, punctuality, communication, how you follow up, how individualized things feel. If your space is a noisy gym corner or a rough sublease, you have to make up for that with flawless communication, punctuality, and outcomes. When you eventually level up into a standalone space, the experience finally matches the quality of your care. Danny saw that firsthand when his clinic moved from a subleased gym space to a standalone location. Referrals jumped. Patients openly said they were now more comfortable sending friends and family because the space matched the price and reputation. Are You "Just Okay"? Danny challenges clinic owners to be honest about where they sit. Are you truly a 9 or 10 out of 10 on outcomes and experience? Or are you a 6–8 where people say you are fine but do not talk about you proactively? He suggests a simple exercise. Have a friend or family member your staff does not recognize come through as a "mystery shopper" patient. Let them go through your entire process and give you brutally honest feedback about what felt confusing, clunky, or underwhelming. Getting Obsessive About Excellence Clinics that become referral machines look different on the inside. They: Obsess over outcomes and ongoing clinical improvement Obsess over small details in the patient journey, from first inquiry to discharge Answer quickly, follow up clearly, and stay ahead of patient questions Fix small frictions in their space and processes every month When you get this right, you build a stable referral base that cushions you from algorithm changes, ad costs, and platform shifts. You still might use marketing, but you are not desperate for it. Want a Clear Path to Go Full Time? If you are still in the early stages of leaving a job and going all in on your own cash-based practice, PT Biz runs a free Part Time to Full Time 5-Day Challenge that walks you through: Exactly how much income you need to replace How many patients you need to see and at what average visit rate Three different strategies to go from part time to full time The basic sales and marketing systems you need in place A simple one-page business plan so you can take action Join the free challenge: https://physicaltherapybiz.com/challenge

Hiring doesn't have to feel risky, chaotic, or overwhelming—but for many advisors, it does. In this episode, Libby breaks down why hiring the wrong way is one of the biggest drivers of stress, frustration, and team dysfunction in advisory firms. Whether you're actively hiring or just thinking ahead, this conversation will help you step into your role as CEO, clarify what your business truly needs, and design a team structure that actually supports growth instead of creating more work. In this episode, you'll learn:Why hiring a person before defining the role often leads to burnout, confusion, and poor performanceHow to use a simple org chart exercise to identify role gaps, overlaps, and misaligned responsibilitiesThe difference between stewarding people and stewarding results—and how great leaders balance bothWhy more help isn't always the answer, and when clarity and systems matter more than another hireHow defining roles creates better onboarding, stronger accountability, and clearer growth paths for your teamHiring well starts long before interviews and job descriptions. When you design roles intentionally and align them with your vision, hiring becomes less stressful and far more effective. This episode will help you slow down, think like a CEO, and build a team that makes your business feel easier to run—not harder.Learn more about Claire's hiring process HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

The following guest sits down with host Justin White:•   Tammy Saul - Broker-owner, Federal Hill MortgageHow to Surround Yourself with Real Estate Agents Who Lift You and Your BusinessTammy Saul has more than one hundred real estate agents who send her referrals, but it's the agents she doesn't work with who have elevated her production. How should mortgage loan originators determine who they should surround themselves with? Listen to Episode #113 of Good. Better. Broker. to find out why healthy relationships are key to a healthy business.In this episode of the Good. Better. Broker. podcast, you'll learn why it pays to be selective about the referral partners you invest your time and energy into. In this episode, we discuss ...•   1:47 – why every LO needs to ask themselves about who they want to work with•   2:33 – how Tammy figured out which referral partners she didn't want to work with•   6:26 – treating real estate agents like clients•   7:53 – Tammy's background as an attorney•   9:14 – pain points experienced by real estate agents•   11:45 – eliminating toxic relationships•   13:34 – managing relationships with real estate agents•   16:08 – providing actual value for real estate agents•   16:59 – why Tammy doesn't talk with agents who have loans in process•   18:40 – how a personal experience gave Tammy new perspective on the people she surrounds herself withResources mentioned in this episode: Darren Hardy Show Contributors:Tammy SaulConnect on LinkedIn Connect on Facebook Connect on InstagramAbout the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

In this crossover episode of The Community Podcast and Inspire and Move, Kristina is joined by good friend, entrepreneur, event host, and visibility coach Alli Arruda for a vibrant and honest conversation about what it really takes to stand out in business in 2026.Together they are talking about what's working, what isn't, and how to show up both online and in-person to gain visibility and create real momentum in your business. Tune in to hear more about:The truth about getting visible and how it's not just about what you wear, it's how you show up.Why in-person events are a magnet for connection, referrals, and real growth, plus how to get the most out of them).Building visibility online with strategy, storytelling, and consistent content.How to host small, impactful events that grow your community and your business.Why success doesn't come before visibility.Whether you're planning your 2026 visibility strategy, dreaming of launching a podcast, or just ready to be seen for the amazing work you're doing, this episode will help you take your next step and stand out.Connect with Alli:Get on the waitlist for Alli's 2026 Visibility Accelerator programInstagramPrivate CoachingMentioned in this Episode:Brand Partnerships with Alli ArrudaBuilding Community with Referrals with Alli ArrudaHigh Vibe Women March 2026 - Use code PODCAST50 for $50 off your ticket!Victoria Mae Photography - Book a brand session for a free HVW ticket!Download Our LinkedIn Starter PackSend me a text!Support the showFor Your Information: • Host your podcast on Buzzsprout! •Join The High Vibe Women Online Community! • Join our favourite scheduling platform Later • FLODESK Affiliate Code | 25% off your first year! Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

Send us a textAsking for referrals feels awkward when you think of it as imposing on your clients. But clients who've had great experiences working with you actually want to help, and they want to connect people they care about with service providers they trust. The problem isn't the ask; it's that most freelancers don't have a system for when and how to do it.​In this episode, Treasa and guest co-host Ed Deason break down how to build referrals into your business process so it feels natural instead of forced. You'll learn the exact timing for asking (including why the project wrap-up email is ideal), the language that makes it feel authentic, and why reaching back out to past clients quarterly can fill your schedule faster than any other marketing strategy. Ed brings his coaching perspective on why people actually enjoy making referrals, and Treasa shares the surprising benefit most people miss: referred clients don't need to be sold, they show up ready to work with you.​WE ALSO TALKED ABOUTWhy referrals should be part of your standard workflowThe exact language Treasa uses and why it works​Why you should only ask clients you genuinely enjoyed working withThe quarterly check-in strategy for one-off clients that keeps your pipeline full​What makes referred clients easier to work withWhy "marketing you" doesn't work, and why authentic, sincere asks do​The one type of client you should never ask for referrals (and why)​About Ed DeasonEd Deason is a business coach specializing in working with founders and entrepreneurs ready to scale, pivot, and build their ideal businesses. With over 15 years' experience and an MBA, Ed's coaching has helped clients gain clarity, confidence, and achieve real results.​Connect with Ed:Deason CoachingLinkedInAbout Treasa EdmondTreasa Edmond is a content strategist, business coach, and podcast host who helps freelancers and consultants transition to confident business leaders. She's been referral-based for five years, rarely needing to prospect for new clients, and teaches practical frameworks for pricing strategy, client boundaries, and business systems through her coaching programs and the Boss Responses podcast. Her goal is to help you build the business you need so you can live the life you want.​​Connect with Treasa:Coaching Programs - Work with Treasa 1-on-1 or join a mastermindLinkedIn - Connect and follow for daily insightsResources & LinksGet the Free Referral Guide:Treasa's complete guide covering when to ask for referrals, how to do it, and the exact language to use so it feels authentic and professional.→ Download the Referral GuideSubscribe to Boss Responses Newsletter:Weekly frameworks, templates, and strategic guidance for freelancers and consultants ready to lead their businesses.→ Support the showThank you for taking time out of your busy day to listen to Boss Responses. This podcast is a passion project that comes from years of helping freelancers shape a business that supports the lifestyle they want. Have a question you'd like answered? Send it to info@bossresponses.com If you'd like to support the podcast, click that link above. Those lattes help keep us going and are much appreciated!

Setting goals is easy. Reaching them? That's harder. In this episode, recorded at our Virtual Holiday Party for Women Consultants, I'm challenging you to do one thing tomorrow to reach your 2026 goals. Because you're much closer to possible than impossible. Let's make 2026 your most profitable year yet.   ---   When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you.   1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver.   2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals   3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.  

In this solo episode of the I Fired My Boss podcast, host Dan Claps dives into a powerful yet often overlooked strategy for growing any local business: asking for referrals. Drawing from a recent training call with franchise owners, Dan breaks down the four core ways to grow a business: acquiring more customers, increasing average ticket value, cross-selling additional services, and reducing costs. While all four are essential, Dan zeroes in on the high-impact, zero-cost opportunity most business owners ignore: generating referrals from already satisfied customers.Dan shares a practical, confidence-building framework for how to ask for referrals effectively without feeling pushy, including the exact language to use and the psychology behind why it works. He emphasizes the importance of consistency and persistence, reminding listeners that one "no" shouldn't stop them from asking again. Whether you're in home services or any customer-facing business, this episode is packed with actionable insights that can help you generate more revenue without spending another dime on marketing.

The Bulletproof Dental Podcast Episode 421 HOSTS: Dr. Peter Boulden and Dr. Craig Spodak DESCRIPTION In this conversation, Peter Boulden and Craig discuss the evolution of dental marketing over the years, emphasizing the importance of creating joy and hope in marketing strategies. They explore the significance of understanding patient psychology, the value of existing patients, and the need to sell benefits rather than procedures. The discussion also touches on the role of AI in dentistry and the necessity of having a clear process for patient care. Ultimately, they highlight the psychological aspects of success and the importance of believing in one's worth to achieve business goals. TAKEAWAYS Marketing is often seen as the key to practice growth. Creating joy and hope in marketing can attract patients. Selling benefits rather than procedures is crucial for patient engagement. Understanding patient psychology can enhance treatment acceptance. Existing patients can be a valuable source of referrals. Underpriced attention in marketing can lead to better patient acquisition. AI is set to revolutionize the dental industry in the coming years. Having a clear process can improve patient experience and satisfaction. The psychology of success is essential for achieving business goals. Continuous improvement and adaptation are necessary for success in dentistry. CHAPTERS 00:00 The Role of Marketing in Dentistry 05:07 Creating Joy and Hope in Marketing 10:07 Selling Benefits Over Procedures 15:13 The Importance of Understanding Patient Needs 19:59 Seeking Underpriced Attention in Marketing 28:48 Maximizing Online Presence through Reviews and SEO 30:08 The Shift Towards Long-Form Content and Video Engagement 31:43 The Impact of AI on Business and Patient Care 33:10 Navigating the Future of Dentistry with AI 35:08 The Importance of Marketing Strategies and Underpriced Attention 39:16 Leveraging Existing Patients for Growth 41:46 The Power of Asking for Referrals and Retention 43:38 Communicating Services Effectively to Patients 44:18 Creating a Clear Process for Patient Care 46:58 The Role of Psychology in Business Success 55:32 Outro REFERENCES Bulletproof Summit Bulletproof Mastermind  

In this Efficient Friday episode, Libby speaks directly to advisors who have spent the year learning, consuming content, and gathering ideas, but now need a clear path to action. She challenges you to stop over-educating and start implementing by creating intentional space on your calendar to actually get things done as you plan for 2026

She sold 28 homes her first year, 86 the next, and 145 after that — all while becoming a first-time mom in a chaotic market.But behind the success was exhaustion, fear, and a quiet question many agents are afraid to ask: What does this level of hustle actually cost?In this episode of The Faithful Agent Podcast, Garrett Maroon interviews Taley Hunt, a high-producing real estate agent, team leader, and mom who built an extraordinary business during one of the most intense markets in history — while navigating pregnancy, postpartum life, and early motherhood.Taley shares how she entered real estate with no prior industry experience, found out she was pregnant the day she passed her real estate exam, and went on to sell nearly 300 homes in three years. She opens up about the hidden cost of rapid success, including burnout, anxiety, and tying her self-worth to production.Garrett and Taley also dive into how she transitioned from blind hustle to intentional business ownership, why community and human connection matter more than ever in an AI-driven world, and how she now helps moms in real estate build big businesses without sacrificing their families or faith.Connect with Taley:- Instagram: https://www.instagram.com/realestatemomcoach/- Website: https://taleyhunt.com/Key TakeawaysRapid success without boundaries can quietly lead to burnoutHustle alone is not a long-term business strategyMany agents tie self-worth to production without realizing itOrganic growth through relationships and community is powerful and sustainableSocial media and agent referrals can outperform paid leads when done intentionallyHuman connection will matter more — not less — in an AI-driven industryBuilding leverage is essential to protecting family timeDefining success personally is more important than industry benchmarksMoms in real estate need community, not comparisonYou can build a big business without trading your life for itChapters01:21 – Entering Real Estate During the Pandemic03:49 – First Deals, New Motherhood, and No Time Off 05:12 – Fear of Losing Momentum09:05 – Selling 28 Homes with No Childcare 11:03 – Scaling from 28 to 145 Transactions 12:25 – Learning to Leverage Time and Build Support 13:53 – How Social Media & Agent Referrals Built Her Business 16:11 – Teaching Agents to Build Through Community 19:11 – Why Human Connection Beats AI 22:15 – Helping Agents Find Their Niche and People 24:38 – When Production Became Identity 26:37 – Redefining Success and Setting Boundaries

Chances are referrals work for your agency.  Maybe they're the only thing that ever has.  But you've never optimized them.  [Note: this is an encore of an episode originally aired 12/3/25]. If your agency is stuck in "the Cobbler's Children phase", where you deliver great work for clients but new business feels chaotic and reactive, this episode offers a way out. I'm sharing my referral workshop from the All In Agency Summit, condensed from 60 to 30 minutes of pure strategy. This isn't about random networking or hoping referrals happen. It's about installing a repeatable system that generates 2-5 targeted introductions weekly without cold outreach spam or burning out your team. What You'll Leave With:The four-level agency maturity model and how to identify which phase you're actually inWhy the 2020 shift made trust—not awareness—the scarce resource in B2B salesThe high school gym versus NFL stadium test for choosing the right lead gen strategy based on your market sizeA two-pronged outreach approach that keeps your pipeline full even when you're wearing too many hatsThe simple emotional game-changer that gets introductions to actually happen instead of sitting in limboThe one data tool you need to get started without expensive SaaS platformsWhy asking for referrals is actually a positive-sum game that benefits everyone involvedHow to systematize client referrals so your account team generates opportunities automaticallyThe sprint-to-marathon framework that proves this approach scales beyond your immediate network

In this episode, Libby Greiwe of The Efficient Advisor shares a candid and powerful conversation about building a successful advisory business without sacrificing your life, values, or well-being. From working through burnout to redefining success on her own terms, Libby opens up about resilience, boundaries, and what it really takes to create a business that supports the life you want. This episode is packed with honest reflections, practical wisdom, and encouragement for advisors who want more than just growth for growth's sake

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In this episode, Libby shares an unpopular but critical perspective on how financial advisors should think about “future potential” clients. She explains why treating clients based on who they might become leads to burnout, resentment, and misaligned service models—and how this quiet mistake often causes your best clients to subsidize everyone else

Watch the YouTube version of this episode HEREDo you want to improve client communication for your firm? In this episode of the Maximum Lawyer Podcast, Devon Slovensky, founder of a Southwestern Virginia Family Law Firm, shares how her team maintains high standards of client communication amid rapid growth. Speaking at a MaxLawCon 2025, Devon introduces the “client happiness call” initiative—which has improved client communication for her firm.A firm's client communication can really make or break its success. Devon shares how her firm's client happiness calls have been used to determine gaps in communication. Doing this ensures that attorneys are held accountable to what they say they will do. Having these calls also ensures clients are prioritized and attorneys are doing their jobs. Creating a system for this can include having a client happiness coordinator and some sort of CRM to manage these calls and input and retain information.Devon speaks to unhappy clients and how to unearth this and understand this as a lawyer. Most of her clients are satisfied, but it can be tough to admit when you as a lawyer can't deliver something 100% because of whatever issue that presents itself. Understanding this can create confidence in a lawyer in having better communication with clients on realistic expectations. Avoiding unhappy clients includes keeping them up to date on their case, explaining things that they don't understand and being honest about next steps.Listen in to learn more!3:10 Client Communication Gaps and Accountability4:08 Building the Client Happiness Call System7:58 Metrics and Board Visualization10:01 Attorney Confidence and Common Issues12:06 Unearthing Quietly Frustrated ClientsConnect with Devon:Website Tune in to today's episode and checkout the full show notes here. 

Why is it important for attorneys to know if they are undercharging for their services? Attorneys need to be aware of whether they are undercharging to ensure they are not undervaluing their expertise and losing potential business. It is crucial for them to understand their pricing strategy to maintain profitability and attract the right clients. Being aware of the signs that suggest their hourly rate may be too low can help attorneys make informed decisions about their pricing structure. What is the significance of a high conversion rate in consultations to actual clients? A high conversion rate, such as more than 80%, can indicate that an attorney’s hourly rate might be too low. While converting consultations into clients is generally positive, an excessively high conversion rate could signal that the attorney’s prices are significantly lower than their competitors, leading to clients choosing them solely based on price rather than quality of service. How can being buried with work indicate that an attorney’s hourly rate is too low? Being overwhelmed with work may appear positive on the surface, but it could also suggest that an attorney’s hourly rate is too low. If clients continually return for services at the same rate, it might indicate that the attorney is not charging adequately for their expertise. This scenario could point to the need for a rate increase to reflect the value of the services provided. Why are referrals from colleagues to clients who can’t afford an attorney’s rates a sign of undercharging? Referrals from colleagues to clients who cannot afford an attorney’s rates may be a result of the attorney’s reputation for offering low-rate services. This reputation can lead to a cycle of receiving clients who are unable to pay the attorney’s fees, indicating that the attorney may need to reevaluate their pricing strategy. Elevating their reputation and adjusting their rates can help attract clients who value their services appropriately.

Two freelancers. Both relying on referrals to bring in clients. One is fully booked solid with a 3-month waiting list. The other is barely scraping by. What makes the difference? These 7 “Referral Killers.” Get them wrong, and you'll struggle for clients. Fix even just one of them, and you'll get more leads and higher-quality projects. In this episode, we cover: How to give yourself a “referrability score” The secret force multiplier that makes all the difference How one freelancer spent $927 to land over $32,000 in projects (plus repeat projects and referrals) How to determine your #1 referral killer and fix it FAST For full show notes, visit https://6figurecreative.com/394

In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why creating a standardized framework is one of the most powerful growth levers advisors can implement. This conversation is rich with actionable insights, real-world scenarios, and practical guidance for building a more scalable practice.

The Referable Client Experience with Stacey Brown Randall   Most business owners say they want more referrals. Very few are actually drowning in them. The default strategy is to do good work, hope people notice, and maybe ask for introductions when things get slow. In this episode of Profit Answer Man, I sit down again with referral expert and author Stacey Brown Randall to talk about why that approach does not work and how to build a truly referrable client experience.   Stacey has spent years helping small business owners generate referrals without asking, without incentives, and without feeling manipulative. Her new book, The Referrable Client Experience, dives into how your day to day client journey can become your most powerful referral engine.   In This Episode, You'll Learn: Referrals, Introductions, and Word-of-Mouth Are Not the Same Thing. One of the first big shifts Stacey brings is simply defining our terms. A referral happens when a referral source connects you directly to a prospect, clearly identifies a need, and positions you as the solution. An introduction is just a connection. There is no identified need. Word-of-mouth buzz is when someone talks about you or gives out your name, but you are never actually connected. Most business owners lump all three together. The problem is that only one of them consistently leads to new clients. If all you are getting is introductions and vague "I mentioned you to someone" comments, you are not really running a referral strategy. Your Small Size Is Your Superpower. When we talk about "client experience," most people picture big company initiatives, software, and dashboards. Stacey defines client experience more simply as how your client feels while they work with you. That is where small business wins. You can: Make clients feel seen and remembered, Adjust quickly when something is off, Add personal, human touches that big companies could never scale, If you want to go from a good client experience to a referrable one, you have to understand the emotions you are creating along the way and be intentional about them. The Science Behind Why Referrals Happen. Referrals are not magic. Stacey frames them through three lenses: What happens in the brain of the referral source. When someone makes a great referral, "feel good" chemicals fire in their brain. They get to be the hero who solved a problem for someone they care about. It is about them helping the prospect, not about you. The psychology of trust. Referral sources do not need to know every credential or detail about you. What matters is that they trust you as a person and do not forget you. That trust is nurtured by consistent, human touch points, not by dumping your resume on them. Behavioral economics. Instead of manipulating reciprocity, Stacey focuses on the positive side: using surprise, delight, and variety in your touch points so people remember you and feel connected to you. Gifts, Touch Points, and What Actually Lands. Gifts can be powerful but they are often used poorly. Stacey's guidance: A gift should not be tied directly to a single referral, or you train people to expect a payout each time. For each referral source, build a plan of five to seven touch points over the year that happen whether or not referrals come in. Use gifts sparingly, and make them meaningful, humorous, or heartfelt enough to be memorable. If it took you two seconds to choose and send, it probably will not stand out. For actual referrals as they happen, Stacey recommends something simple and powerful: a handwritten thank you note. Be Strategic, Not "Spray and Pray". When owners want more referrals, they often default to more networking. More coffee dates, more events, more people. Stacey calls out the problem with this "spray and pray" approach. Instead, she encourages business owners to: Identify their ideal referral sources by asking, "Who regularly sees my ideal client before I do?" Focus on building real relationships with those few instead of trying to convert every person in the room. Accept that it is a numbers game, but a strategic one: you may meet a hundred people and end up with three or four true referral partners.   Key Takeaway: Referrals are not a mystery reserved for the lucky few. They are the predictable result of a client experience that makes people feel seen, cared for, and confident enough to put their reputation on the line for you. When you understand the science behind referrals and build a simple plan around your best referral sources, you can stop chasing cold leads and start welcoming more ideal clients who already trust you.   Bio: Stacey Brown Randall is the author of the new book, The Referable Client Experience, and the multiple award-winning book, Generating Business Referrals Without Asking. She is also the host of the Roadmap to Referrals podcast. Stacey teaches business owners how to generate referrals naturally…without manipulating, incentivizing, or even asking. She has been featured in national publications like Entrepreneur magazine, Investor Business Daily, Forbes, and more. She received her Master's in Organizational Communication and is married with three kids.   Links: Websites: https://staceybrownrandall.com/ https://referableclientexperience.com/ Social Media: www.linkedin.com/in/staceybrandall https://www.instagram.com/staceybrownrandall/ https://www.facebook.com/StaceyBrownRandall https://www.youtube.com/@referralswithoutasking   Conclusion: Referrals don't come from luck, pressure, or clever tactics—they come from the way your clients and referral sources feel throughout their experience with you. Stacey's insights remind us that when you create a journey rooted in trust, care, and thoughtful connection, referrals become a natural byproduct—not a struggle. By understanding the science behind why people refer and building a simple, intentional plan around your best referral sources, you can replace unpredictable lead generation with a reliable, relationship-driven system that grows your business sustainably and profitably.   #ProfitAnswerMan #SmallBusinessGrowth #Referrals #ClientExperience #BusinessProfit #CashFlow #TrustedAdvisor #BusinessStrategy   Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page  Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Jason Ackerman and Jason Fernandez break down why referrals consistently outperform ads for CrossFit gyms—using real numbers, not opinions. They walk through the math behind cost to acquire a member, lifetime value, and why a properly structured referral offer drives faster growth, higher retention, and more profit.--Ready to grow your box, increase profit, and make an impact?Apply for Affiliate University

What happens when every month you have no idea what you're going to make that month? That's the reality for a lot of women consultants, and that was Stephanie Lowe's reality - even after her best year ever. Today, Stephanie is booked months out with a solid savings cushion. She's not holding her breath anymore. In this episode, you'll hear what changed - including the pipeline coverage math that most consultants don't know, and why you probably need to do way more marketing than you think.   ---   When you're ready to break through to the next revenue level in your consulting business, here are three ways I can help you.   1. Connect with me on LinkedIn for weekly insights on landing better clients and charging for the value you deliver.   2. Get your copy of my Referrals on Repeat guide, and learn five strategies you can implement straight away to take control of the referral process and attract more of the right inquiries – no more sitting around hoping they'll happen. Get your free copy at smartgetspaid.com/referrals   3. Build a repeatable sales and marketing system that gets you better clients, better rates, and less stress in your consulting business. If you're ready to stop leaving your success to chance, learn the proven system women consultants are using to attract ideal clients consistently and get paid for their value. Plus, you'll get help from me and my team every step of the way. If you've been in business for at least two years, you're making at least $120k, and you want to implement a system that's designed specifically for B2B consulting businesses, email team@smartgetspaid.com with "BREAKTHROUGH" in the subject line and I'll get you the details.  

Summary: In this episode, Michele Magner discusses the complexities of the hospital discharge process with Nurse, Steph Madej. They explore the process of who is involved, what constitutes a safe discharge plan, the role of insurance and Medicare, the importance of family involvement, and the challenges of navigating referrals and resources. They also introduce EverBlessed Nursing and Transport, a service aimed at providing personalized care and support for elderly patients post-discharge.TakeawaysFamilies often struggle with understanding the discharge process.A safe discharge plan includes various factors like medication management and home support.The hospital discharge team consists of doctors, nurses, social workers, and therapists.Medicare requires specific criteria for coverage of rehabilitation services.Referrals for rehab are sent out based on patient readiness and insurance approval.Family involvement is crucial in assessing the patient's needs and safety.Difficult conversations about care options are often necessary with families.Post-discharge resources are essential to prevent readmission to the hospital.Frequent hospital visits indicate a need for additional support and resources.EverBlessed Nursing and Transport aims to fill gaps in care for elderly patients.Sound Bites"It's important to have a solid plan.""We can't force people to do anything.""We want the best for each person."Chapters00:00 Understanding the Hospital Discharge Process07:02 Navigating Medicare and Rehab Options12:58 Referral Processes and Challenges19:36 Tough Conversations with Families26:03 The Role of Family in Care Decisions32:58 Introducing EverBlessed Nursing and Transport44:00 Final Thoughts for Families45:50 Connecting with Steph Madej46:33 Podcast Intro Music Project (MASTER BOUNCE - OUTRO).mp3Keywordshospital discharge, healthcare, Medicare, insurance, family support, nursing, rehabilitation, patient care, social work, healthcare resourcesConnect with Steph: FacebookE-mail: everblessednandt@gmail.comInspired Caring is THE family support & education program that helps families feel calm and confident to make better decisions faster. Inspired Caring is also offered as an annual membership tobusinesses to provide for the families they work with.Connect with Michele Magner:Website: www.InspiredCaring.comE-mail: hello@inspiredcaring.com Instagram: https://www.instagram.com/inspiredcaring/Facebook: https://www.facebook.com/michele.magner.90LinkedIn: https://www.linkedin.com/in/michele-magner-60a99089/YouTube: https://www.youtube.com/@inspiredcaringwithmichelem3138Custom podcast music written and produced by Colin Roberts. He does custom songs for any occasion.

Why do most referral campaigns fail? Because they ignore the emotional core of the client experience. In her book, The Referral Client Experience, Stacey Brown Randall explains that anxiety and uncertainty define the initial "New Client" stage. If you don't address that "quiet voice" of concern with clear onboarding and emotional reassurance, you undermine trust. You must identify your Referral Hot Zones—the specific moments in your journey when clients are most likely to talk about you. These are not random. Analyze where past referrals originated (e.g., after successful project completion, during a specific milestone).  

A common referral scenario involves hospital clinicians referring a dying patient to hospice. This circumstance gives rise to questions relating to hospice eligibility, the appropriate level of hospice care, and the expectation of the patient and the hospital. In this episode, Husch Blackwell's Meg Pekarske and Bryan Nowicki address these questions and provide insights into effectively managing this situation.Additional resources:Medicare Benefit Policy Manual Chapter 9 Excerpt - General Inpatient Care

Title: Q: What are you doing for the Holidays? A: Counting Referrals! Host: Michael J. Maher Guest: Dennis Daniels Description: In this episode of the Referrals Podcast, Michael sits down with Dennis Daniels to talk about what it really looks like to build a referral-based business—especially during the holiday season. Dennis shares his journey in real estate, what his business looked like before finding the Generosity Generation, the (7L) System, and Referral Mastery Academy, and how implementing these strategies has helped him create clarity, consistency, and confidence in his business. If you're wondering how some agents head into the holidays stressed while others are counting referrals, this episode explains the difference. (7L) Referral Strategies: Events, 7L Book, Housewarming Party Special Offer: Join our referral community at www.JoinGenGen.com

Send us a text if you want to be on the Podcast & explain why!Want to become a SUCCESSFUL personal trainer? SUF-CPT is the FASTEST growing personal training certification in the world! Want to ask us a question? Email info@showupfitness.com with the subject line PODCAST QUESTION to get your question answered live on the show! Website: https://www.showupfitness.com/Become a Successful Personal Trainer Book Vol. 2 (Amazon): https://a.co/d/1aoRnqANASM / ACE / ISSA study guide: https://www.showupfitness.com

Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of discipline and accountability fail, how advisors can build systems that actually work, and what it takes to sustain long-term behavior change. Brian shares the science, psychology, and practical frameworks that help advisors stop relying on motivation alone and start building systems that drive real follow-through.

Connect with Lanissa: https://www.linkedin.com/in/lanissabrantley/Boost Patients | Convert More Modern Vision Correction & Cataract Leads Into Patients | ⁠⁠https://www.boostpatients.com⁠⁠Boost follows up with your New Patient Inquiries 24/7, within 60 Seconds. Their Patient Concierge team calls, texts, and emails potential patients, following up for months and scheduling new patient consultations directly onto your calendar.

This week on That Entrepreneur Show, we sit down with leadership catalyst, coach, and multi-business founder Nick Edwards—a powerhouse with over two decades of experience guiding CEOs, entrepreneurs, pastors, and high-capacity leaders. If you're ready to grow your business, strengthen your leadership, and get undeniable results, this episode is packed with the wisdom you need.Nick shares the proven framework behind his success: People + Systems = Results.If you don't like the results you're getting, it's time to change your people, your systems, or both.From launching multiple companies to building a nonprofit that transforms families and communities, Nick's journey is filled with practical lessons you can apply immediately. Top Takeaways02:00 — The Mission: Nick's purpose: guiding leaders to greater results and navigating pressure in life, business, and legacy.02:45 — Why He Became an Entrepreneur: Seeing a lack of healthy leadership everywhere—and deciding to fill the gap.03:35 — Overcoming Early Struggles: Marketing himself felt uncomfortable—until he learned the power of adding value in every conversation.04:05 — Referrals 101: How to earn referrals by delivering more value than you cost.14:30 — Writing a Book as a Non-Writer: Nick's advice for first-time authors: write constantly, document ideas, and get help.  We also dive into his new book, Big Dreams, Small Steps, and what it truly takes to build a vision, overcome fear, and scale with intention. Send us a textSupport the show

In this episode, you'll learn how a single Ritz-Carlton philosophy can transform the way financial advisors build trust, deepen loyalty, and create unforgettable client experiences. You'll hear real examples of small but meaningful moments that turn mistakes into connection, empower your team, and elevate your brand far beyond portfolios and planning tools.You'll also discover how giving your team simple freedom, creativity, and a small monthly “surprise & delight budget” can turn everyday interactions into lasting loyalty, referrals, and genuine client love. From laptops delivered across town to coffee sent with a smile, this episode reminds us that great client experience isn't about perfection — it's about how you make people feel ✨.I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisor's YouTube Channel!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Chris Kusaba (formerly at Mytra) joins the show to talk about how smaller talent teams can compete in markets where brand recognition is uneven and the demand for AI and robotics talent is rising fast. Chris brings experience from Tesla and now leads recruiting at a high growth robotics and AI company. He shares how to win attention from top candidates, how to widen the funnel when you operate in a niche space, and how to build a team that can scale even when you cannot match big tech compensation. Key Takeaways Clear and focused messaging is the only way to stand out in saturated markets where candidates are overwhelmed with inbound from AI and robotics companies. Chris explains how he repurposes commercial decks to help candidates understand the mission and the industry impact. Referrals become a force multiplier when the market is narrow. Chris outlines how a structured, hands on referral program helps widen the pool and bring in talent that may never have applied on their own. Hiring managers need a mindset shift when talent pools are thin. Looking for potential rather than that perfect unicorn opens the path to stronger long term teams. When competing with big tech, the edge comes from scope, visibility, and impact. Chris explains why earlier career candidates choose startups for the ownership they gain and the chance to work on entire products rather than tiny slices. Strong documentation and transparent communication are essential in preventing single points of failure. This becomes vital in technical companies where knowledge loss can slow delivery for months. Timestamped Highlights 01:21 Chris explains how the company built its robotics and software stack from the ground up and how that focus shapes their approach to talent. 02:32 Why inbound alone is never enough for niche technical roles and how intentional referral programs change the equation. 04:55 How to differentiate your outreach when every candidate in AI and robotics is flooded with messages. 07:45 The reality of the purple squirrel problem and how to balance ideal skills with real world potential. 11:03 What actually works when going head to head with big tech for the same candidates and why scope matters more than perks. 15:44 How the team reduces risk around knowledge loss and keeps information accessible across the org. 19:10 The art of moving fast without cutting corners and how to build a process that supports both speed and diligence. A standout moment from Chris Younger talent wants real ownership. They want access to leadership and the chance to shape something meaningful. That is often the deciding factor when they are choosing between a startup and a larger brand.  Pro Tips Use your commercial storytelling to recruit. If your customer pitch explains your impact clearly, it can also help top candidates understand why your company exists and why their work would matter. Widen the funnel with intention. A smaller market means you must look for technical curiosity and growth capacity rather than waiting for that single perfect profile to appear. Call to Action If this conversation helps you think differently about talent, team building, or competing for high demand roles, follow the show and share this episode with someone who would benefit from it. New episodes are coming and I would love to have you with us as we continue this new direction.

If 2025 felt slow, inconsistent, or frustrating… the 36 Touch Framework will rebuild your real estate business with steady referrals and meaningful client relationships.In this episode of The Faithful Agent Podcast, Garrett Maroon breaks down why consistency—not charisma—is the true foundation of a thriving referral-based real estate business. He shares how follow-up becomes ministry, how your daily actions reflect Christ in your work, and why the 36 Touch System remains one of the most effective frameworks for sustainable lead generation, deeper client relationships, and long-term success.Garrett shows agents how to simplify their marketing strategies, focus on meaningful personal touches, and create a rhythm that builds trust, fuels referrals, and protects against burnout. Whether you need a reset or want to elevate your current systems, this episode gives you the tools to build a business rooted in purpose, consistency, and genuine connection.Cut the Chaos, Keep the Closings: 2026 Lead Gen Workshop - https://www.garrettmaroon.com/planTakeawaysConsistency is the key to success in real estate—far more important than talent or charisma.Follow-up is ministry: caring for people consistently reflects Christ in your business.The 36 Touch System creates a sustainable rhythm for client relationships and referral generation.Not all touches are equal—personal touches deepen trust more than generic marketing blasts.Effective follow-up isn't about cost; it's about connection, authenticity, and presence.Simplifying your lead generation strategies leads to better execution and less burnout.Client events build shared experiences that strengthen long-term relationships.Faithfulness in small, repeated actions leads to big results in referral business.Chapters 00:00 — Introduction & Humor00:58 — Why Consistency Matters More Than Charisma in Real Estate03:19 — The Missing Ingredient in Most Agents' Lead Generation 06:06 — Reframing Follow-Up as Ministry 10:38 — What Touches Actually Build Client Relationships 11:07 — Simplifying the 36 Touch System for Real-Life Agents 15:43 — Creating a Yearly Plan for Consistent Marketing Strategies 29:45 — Final Thoughts & Call to ActionCut the Chaos, Keep the Closings: 2026 Lead Gen Workshop - https://www.garrettmaroon.com/plan ⭐️ Rate & Review:If this episode challenged or encouraged you, leave a 5-star review and share it with another Christian agent who needs to hear this message. Resources & Opportunities:

How will SaaS Companies scale in 2026? The next era of SaaS growth won't be won by adding more reps, more tools, or more noise. In this episode, go-to-market operator Koen Stam (Personio) breaks down why 2026 will mark a decisive shift from people-heavy scaling to process-first, data-driven, efficiency-led growth—and what founders must do now to stay ahead.Koen oversees international revenue operations across Benelux, DACH, the Nordics, Spain, and beyond, and he brings a rare operator's lens to the future of GTM. He unpacks how founder-led, sales-led, and hybrid motions will evolve; why RevOps is about to become one of the most strategic functions in SaaS; and why fixing the data layer is the non-negotiable prerequisite to making AI actually work.You'll learn why the biggest upside in 2026 will come from retention, expansion, and word of mouth, how to design motions that scale with simplicity and discipline, and what it really takes to build from 0 to 10K MRR and to 10M ARR with one product, one audience, and one crystal-clear process.A must-listen for founders, operators, and GTM leaders building for the next wave of SaaS.Key Timecodes(0:00) - Intro: B2B SaaS go-to-market 2026, RevOps, AI, retention, expansion(1:13) - Guest intro: Koen Stam, Personio, international RevOps, HR tech(2:04) - 2026 GTM strategy: process-first, data-driven, efficiency-led growth(2:47) - GTM motions: founder-led vs sales-led vs hybrid, authenticity, efficiency(4:02) - Efficiency in SaaS: bow tie model, customer journey mapping, root causes(5:35) - RevOps priority: data layer, metrics, RevOps to CRO(6:38) - AI in GTM: fix data foundations, process over people(7:26) - Retention & expansion: word-of-mouth, NRR, customer-led growth(9:20) - Sponsor: Reditus affiliate and referral platform for B2B SaaS(10:14) - Word-of-mouth playbook: product value, customer success, community events(12:06) - Build GTM from scratch: founder-led content, AI amplification, simplify(13:59) - Referrals & partners: partner ecosystem, trust, incentives, win-win(15:26) - Zero to 10K MRR: one offer, one ICP, focus, execution(16:54) - Scale to 10M ARR: one product, one market, process-first, data model(17:37) - Connect with Koen: LinkedIn, Substack, AI learnings(17:55) - Audience building: LinkedIn vs Substack, creator-led growth(18:27) - Outro: subscribe, sponsor, Reditus, Grow Your B2B SaaS podcast

In this third and final part of the client-finding series, Jo and Zoe move beyond foundations and personal branding into advanced, “pro-level” strategies for winning bookkeeping clients through referrals. They break down how to turn happy clients into loyal advocates who consistently recommend you, so your pipeline fills without you constantly hustling for every new lead. They explore what it really takes to deliver a repeatable, gold-standard service – from onboarding and communication to spotting opportunities and supporting business growth – so clients feel safe, seen, and excited to talk about you. Jo and Zoe also discuss building a simple referral “programme” (without it feeling awkward or salesy), using testimonials and case studies effectively, and how to talk about capacity so clients know you're open for new work without worrying you're too busy for them. The episode wraps up by pulling together all three levels of the series: foundations, personal brand, and referrals. ----------------------------------------------- About us We're Jo and Zoe and we help bookkeepers find clients, make more money and build profitable businesses they love. Find out about working with us in The Bookkeepers' Collective, at: 6figurebookkeeper.com/collective ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Get 90% off your first 6 months by visiting: https://xero5440.partnerlinks.io/6figurebookkeeper ----------------------------------------------- Promotion This video contains paid promotion. ----------------------------------------------- Disclaimer The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast.

In this episode of The Art of Dental Finance and Management, Art Wiederman, CPA, sits down with Rachel Wall, CEO and founder of Inspired Hygiene. For over 20 years, Rachel has helped dentists build thriving hygiene departments that deliver exceptional patient care and drive profitability.Dental hygiene is a critical driver of both patient care and practice profitability. In this episode of The Art of Dental Finance and Management with Art Wiederman CPA, Art is joined by Rachel Wall, founder and CEO of Inspired Hygiene, for an in-depth discussion on building a high-performing hygiene department.Rachel shares insights on the current state of dental hygiene in the U.S. and strategies for hiring and retaining hygienists in today's competitive market. She explains why strong leadership from the dentist accounts for 50% of hygiene success and the importance of implementing clear, written Standards of Care.Listeners will also learn Rachel's four “R's” for creating a referrable practice — Relationship, Retention, Reputation, and Referrals — and why small gestures like saying “please” and “thank you” matter. The episode covers key benchmarks for hygiene production, including the ideal percentage of total office revenue and the role of 4000 codes such as SRPs and periodontal maintenance.Packed with actionable tips, this conversation is essential for dentists looking to elevate their hygiene department and maximize profitability.

Karina Chavez shares her journey from working with her father to transforming motels into affordable housing in Albuquerque. Karina shares how her commitment to honesty, client care, and local involvement has built a thriving, referral-based business. Karina also offers practical advice for agents about adapting to change and building authentic relationships. Check out D.J.’s Listing Reviewer here. If you'd prefer to watch this interview, click here to view on YouTube! Karina Chavez can be reached at 505-220-7781 and Chavezteamabq@gmail.com. This episode is brought to you by Real Geeks and Courted.io.

Ever wondered why some businesses seem to get referrals pouring in while others struggle? Join me as I share insights from my recent presentation at the Solo Summit hosted by Lettuce Financial, where I discuss the psychology behind referrals and why doing great work alone won't guarantee you a flood of referrals. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/391

Frank Agin shares thoughts on eliminating jargon from conversation based on a blog post from communication expert, John Millen. Read the post at https://www.johnmillen.com/blog/kill-the-jargon For more great insight on professional relationships and business networking contact Frank Agin at frankagin@amspirit.com.

This episode features an inspiring conversation between Libby and advisor Eva Stukenberg, who shares her journey from feeling stuck on the hamster wheel to building a thriving, intentional, 5X-growth practice. Eva opens up about the small shifts that created massive momentum, the mindset work that changed everything, and the systems that transformed her team, her client experience, and her quality of life. This episode is packed with practical insights for any advisor ready to move from reactive to proactive, from overwhelmed to organized, and from doing everything to doing only what matters most.

Looking for ways to get more client referrals and grow your business without spending on ads? It's possible! In this episode, Sonaya Williams shares proven strategies to build predictable referrals without paid ads, using simple relationship-based systems that actually work.It's myth buster time!“You need ads, funnels, and a big social media presence to scale your business. Referrals, on the other hand, are random. You can't control them.”At least, that's the story. But what if I told you that's simply not true?Let's bust that myth wide open with Sonaya Williams from The CEO Partner https://theceopartner.com. Sonaya is a systems-driven entrepreneur who built her agency powered by a smart strategy to get more client referrals without paid ads.Meet Sonaya from The CEO PartnerSonaya is the founder of a thriving consulting agency that helps service- based businesses streamline their operations and scale sustainably. Like me (If you've listened to my previous podcasts, you know this is totally my jam), Sonaya believes good systems are the backbone of any successful business.They are about creating consistent, repeatable and streamlined experiences that guarantee a great outcome. You can find some of the previous podcasts about how to streamline business processes here https://sandrajulian.co/systems-and-processes/, and here, https://sandrajulian.co/clunky-business-processes/Spoiler alert: Sonaya's systems expertise can also help you get more client referrals in a predictable way.Continue to read at: https://www.sandrajulian.co/podcast153Rate, Review, And Subscribe For More Business Wisdom!You can send me a message, question, feedback HEREWork with meYou've built a thriving business through hard work and determination, yet you can feel you're entering a new season. You're ready for clarity, space, and support that honours your energy and helps you lead in a way that feels calm, intentional, and aligned with who you're becoming. If you're seeking a more easeful, intuitive way forward then private 1:1 Coaching is for you. https://sandrajulian.co/work-with-me/Website: www.sandrajulian.coInstagram: www.instagram.com/sandrajulian.coFacebook: www.facebook.com/sandrajulian.coLinkedIn: www.linkedin.com/in/sandrajulian1Music is Te Kawa o Rongo by Ngāneko Eriwata Episode edited by LJS Creative Services #PodcastManager Show notes & blog by Mattie Belsack from Bellbird Writing

In this episode, Jesse Green is joined by Rob Markey, co-creator of the world-renowned Net Promoter Score (NPS) and co-author of The Ultimate Question 2.0. Together, they explore how dental practices can harness the power of customer loyalty to drive sustainable growth.Rob unpacks the differences between satisfaction, loyalty, and advocacy, and explains why emotional commitment, not just repeat visits, defines true loyalty. With practical insights into staff engagement, pricing, patient experience, and reputation-building, this episode is packed with tools for turning your patients into passionate advocates.In this episode:[00:01] Why customer loyalty is more than repeat business, and why it matters[04:04] Loyalty vs. satisfaction[08:20] Loyalty, advocacy, and the rare brands that inspire devotion[13:39] Why internal culture and staff advocacy are key to external loyalty[26:24] Jesse's four-step framework for generating word-of-mouth referrals[28:42] The role of pricing in perceived value and patient expectations[33:04] The “trap” of elevated expectations and how to manage them.Resources and Links:Rob Markey websiteConnect with Rob on LinkedInJoin the free Savvy Dentist Facebook GroupFollow Dr Jesse Green on LinkedInVisit Savvy Dentist website Mentioned in this episode:Transformational Training for Dental Practice TeamsIf you want to grow your practice, you need a high-performing team - but training takes time, effort, and resources you often don't have. That's why we created the Savvy Dentist Team Training Bundle - a 12-month program packed with five powerful courses, including our Practice Manager Masterclass, Front Desk All Stars, Hygiene & Therapy Heroes, Treatment Coordinator Training, and the Million Dollar Dentist course. Each course is delivered live via Zoom, and you'll also get access to past recordings, so you can onboard new team members anytime without starting from scratch. Want to scale your practice and build a winning team? Click on the link and join the waitlist. Team Training Bundle Sept 25

Dr. Gregory T. Obert is a clinical psychologist and the founder and CEO of the Royal Oasis Psychotherapy Institute, a premier telehealth practice delivering elite, discreet, evidence-based psychotherapy. He brings over 15 years of experience helping thousands navigate anxiety, depression, trauma, and life transitions. He specializes in veterans' issues, PTSD treatment, and fostering resilience through personalized, holistic care. Additionally, he is the author of The Man on the Bench, a novel about hope amid loss, and the host of the podcast Meditations by Gregory T. Obert, featuring guided meditations for wellness.In today's episode of Smashing the Plateau, you will learn how to move from structure to self-direction—reframing fear, narrowing your focus, pricing with confidence, and using real community to shorten your path to traction.Gregory and I discuss:Why Gregory chose to start his own practice [05:18]Why many keep private practice as a side gig—and the bigger opportunity [05:46]The two biggest barriers: fear of variable income and insurance constraints [07:20]Referrals, pipelines, and the internal conflict about charging [10:47]A simple first step to strengthen your pricing mindset [13:44]The hidden knowledge gap: marketing, visibility, and “putting yourself out there” [15:12]Differentiation through a few clear specialties (and why it works) [17:50]Community as a necessity: one hour > months of Googling [20:04]Learn more about Gregory and receive premium psychotherapy at www.royaloasispi.com.Follow him on social media:Website:https://gregorytobert.com/ Locals: https://drgregorytobert.locals.com/ Twitch: https://www.twitch.tv/drgobert Tiktok: https://www.tiktok.com/@docgobert LinkedIn: https://www.linkedin.com/in/gregorytobert YouTube: https://www.youtube.com/@DrGOBERT Libsyn: https://meditationsbygto.libsyn.com/ Apple Podcasts: https://podcasts.apple.com/us/podcast/meditations-by-gregory-t-obert/id1168490615Spotify: https://open.spotify.com/show/0esz5sbFAeAmJzPp5NJbz9Thank you to our sponsor:The Smashing the Plateau Community______________________________________________________________About Smashing the PlateauSmashing the Plateau shares stories and strategies from corporate refugees: mid-career professionals who've left corporate life to build something of their own.Each episode features a candid conversation with someone who has walked this path or supports those who do. Guests offer real strategies to help you build a sustainable, fulfilling business on your terms, with practical insights on positioning, growth, marketing,...

Ever feel like you're not ready, not qualified, or not good enough to land the clients you want? That's head trash — the doubts and stories that sound rational but quietly hold your business back. In this episode, you'll hear a client wrestle with her own head trash, and you'll hear Leah share hers too. What they uncover might sound uncomfortably familiar… and could change how you see your consulting business.   ---  

In today's episode, we'll discuss: Year-end processing doesn't have to feel like an annual stress cycle. In this episode, you'll learn five simple strategies to make December smoother, more predictable, and far less overwhelming

When most lawyers see a case with messy facts, impossible notice deadlines, or municipal negligence—they pass. Devin Janosov doesn't. And that reputation alone now drives over 90% of his new clients. Janosov, of Papcsy Janosov Roche Trial Lawyers shares the overlooked details that turn “unwinnable” files into viable cases… and why other attorneys call him before anyone else. You'll learn: How notice requirements quietly kill good cases Why being willing to take a case “all the way to the end” attracts referrals The intake structure his firm uses when every file is complex How focus groups and discovery help him see what the defense will miss If you like what you hear, hit subscribe. We do this every week. Get Social! Personal Injury Mastermind (PIM) powered by Rankings.io is on Instagram | YouTube | TikTok

In this special crossover episode, you'll hear Geoff Zimpfer guest-host The LO Down Community Call with Connor Bartley to uncover how four top-producing LOs are generating real pipeline through strategic agent events. Forget the stale Lunch & Learns—this panel breaks down what's actually working to get butts in seats and referrals on the books.You'll learn:Why classes are the most leveraged way to connect with agents at scaleHow to pick topics agents care about (hint: it's not mortgage guidelines)The exact steps to promote your event—even if you're starting from zeroFrom investor workshops to modern marketing panels, this episode gives you the blueprint to host agent classes that attract, convert, and scale.Connect with Connor on LinkedInLearn More About myAgent ClassesLike This Episode?

The old idea of “networking” is collecting connections, going wide, showing up everywhere is dead. Everyone is visible. Everyone is accessible. And when everyone blends in, no one stands out. What the market rewards now isn't reach. It's resonance. The tight, intentional circles where trust moves faster than volume and where opportunity spreads long before the job posting ever appears. If you've been trying to meet more people instead of the right people, you're playing the wrong game. The real problem with traditional networking Your network might be huge… but it's flat. People know you, but they don't think of you. You're a name in a feed, not a person in their mental roster. Clusters flip that completely. Clusters are purposely small, high-trust groups where your story doesn't need a 15-minute explanation. People understand you, advocate for you, and amplify you ...  organically. In this episode: • Why traditional networking is losing power in the digital age • The rise of micro-communities and why they outperform a huge network • What sociologists discovered decades ago about “weak ties” and why it matters more today • The difference between visibility and resonance (and why resonance wins) • The hidden math: why referrals drive almost 40% of hires with less than 10% of the volume • A step-by-step process to build your own cluster from scratch • Why generosity is your strongest currency in a curated network A real before/after transformation Before: An executive with thousands of connections but no traction. Their visibility was high, but their resonance was low. No one truly understood their value. Then: They shifted focus from audience size to relationship depth — identifying 8–10 people who shared goals, challenged their thinking, and naturally advocated for them. After: Their “network” became a power circle. Referrals increased, opportunities accelerated, and they moved from pushing their story out to having opportunities pulled toward them. That's the compounding force of a cluster: Small, intentional, and exponentially more effective than a wide but disconnected network. Timestamps (0:00) – The truth about job security (0:56) – Why most executives stay too long (1:20) – The myth that “visibility is enough” (2:00) – The death of the generic network (3:05) – What a cluster actually is (4:06) – “Weak ties” and how opportunity really spreads (5:16) – Why the 30-Day Blast exists (6:13) – How micro-communities create built-in trust (7:07) – How to identify your future cluster (8:02) – The referral math that changes everything (9:07) – Final takeaways: Small is big The takeaway Stop collecting contacts. Start collecting believers. Your next opportunity won't come from a crowded feed — it'll come from a curated circle that sees your potential long before the rest of the world catches on. Small is big. Clusters beat networks. Build the group that amplifies you next. Connect with Loren LinkedIn: https://www.linkedin.com/in/lorengreiff/ Instagram: https://www.instagram.com/portfoliorocket/ Subscribe to Career Blast in a Half Apple Podcasts: https://podcasts.apple.com/ph/podcast/career-blast-in-a-half/id1670977528 Spotify: https://open.spotify.com/show/3b3kSamj8RbTNNgOg5E5oi YouTube: https://www.youtube.com/channel/UCpGM7j8croBkkZ4bLqN7DOQ/ About Career Blast in a Half A third of your life is spent working. Career Blast in a Half is your weekly 30-minute hit of simple, powerful, and practical career acceleration — built for executives over 40 who want smarter moves, faster wins, and work that finally feels aligned. Work with Loren Join the 30-Day BLAST Program: https://www.portfoliorocket.com/our-programs  

Title: Your Year of Referrals Starts Here: The Referral Mastery System Explained Host: Michael J. Maher Description: Ready to make 2026 your most referral-filled year yet? Michael walks you through The Referral Mastery System—covering the three pillars, the step-by-step classes that bring them to life, and "The Fix," his seven-step method to solve problems permanently. Learn how to create your TOP YAP for your top clients and your ALL YAP for your full database, and stay top of mind all year long. (7L) Referral Strategies: YAPS, The Fix, Referral Mastery System Special Offer: Join Referral Mastery Academy for just $47 for the first month and complete your full 2026 plan by December 11th! Grab the offer at YAPSworkshop.com

Referrals are one of the most powerful growth levers in a photography business — yet most photographers treat them like something mysterious or magical that “just happens” when the work is good enough. In this conversation, Stacey Brown Randall dismantles that myth completely. She explains why great photos and happy clients don't automatically lead to consistent referrals… and why the missing link is almost always the client experience itself. Not the workflow, not the quality of the images — but how clients feel at every stage of working with you. Stacey shares the simple shifts photographers can make to turn happy clients into referring clients — without scripts, awkward asks, discounts, or gimmicks. From identifying “referral hot zones” to planting subtle referral seeds, to using handwritten notes and thoughtful touch points that genuinely make clients feel seen… she lays out a new way to think about referrals that's grounded in connection, not tactics. If you've ever wondered why your clients say they love you but rarely send people your way — or if you want to build a business that grows through trust, reputation, and genuine word-of-mouth — this episode will change how you approach your client experience. The post 645: Stacey Brown Randall – The Referral System Every Photography Business Needs appeared first on Photography Business Xposed - Photography Podcast - how to build and market your portrait and wedding photography business.